Job Description
About the Role
Provide financial planning services to clients, including investment strategies and risk management. Develop and maintain client relationships to ensure long-term satisfaction and trust.
Responsibilities
- Develop tailored financial plans for clients
- Provide advice on investments, savings, and retirement planning
- Monitor client accounts and make adjustments as needed
- Conduct regular reviews and updates with clients
- Network and build relationships with potential and existing clients
- Stay updated with financial market trends and regulations
Requirements
- Bachelor’s degree in Finance, Economics, or a related field
- Certified Financial Planner (CFP) designation preferred
- Proven experience in financial advising
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Knowledge of financial software and tools
Benefits
- Health insurance and dental plans
- 401(k) matching programs
- Performance bonuses and incentives
- Paid time off and paid holidays
- Continuous professional development and training
- Flexible work environment
About the Company
Prosperity Wealth Management focuses on delivering personalized financial solutions. We prioritize client success and long-term relationships built on trust and expertise.
Job ID: financial-advisor-WpA0z
